← All themes Artificial Intelligence

AI Memory & HBM

High-bandwidth memory sits beside the processor in an AI accelerator and feeds it data fast enough to keep the compute busy. Supply is concentrated among a few memory makers, which makes the group a tight bottleneck on AI build-out.

12 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
276
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$17.6M +$2.4M 3 0.45% Increased
277
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$17.5M +$767K 3 0.23% Increased
278
HighTower Advisors
HighTower Advisors
Illinois
$17.5M -$6.19M 3 0.15% Reduced
279
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$17.5M +$2.59M 1 1.32% Increased
280
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$17.4M +$284K 2 0.33% Increased
281
MAP
Managed Asset Portfolios
Michigan
$17.3M +$1.28M 1 5.39% Increased
282
PIA
Piedmont Investment Advisors
North Carolina
$17.2M -$1.83M 3 0.37% Reduced
283
WI
Wafra Inc
New York
$17.2M -$910K 1 0.84% Reduced
284
Advisors Capital Management
Advisors Capital Management
New Jersey
$17.2M -$494K 1 1.39% Reduced
285
NA
Navellier & Associates
Nevada
$17M +$132K 2 3.3% Increased
286
Wolverine Trading
Wolverine Trading
Illinois
$16.7M -$20M 2 0.06% Reduced
287
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$16.6M +$256K 2 0.27% Increased
288
VSI
Verde Servicos Internacionais
Brazil
$15.9M -$459K 1 2.94% Reduced
289
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$15.9M +$460K 2 0.3% Increased
290
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$15.9M +$8.1M 2 0.1% Increased
291
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$15.9M +$13.9M 2 1.52% New
292
MAM
Morse Asset Management
Connecticut
$15.8M +$762K 2 4.72% Increased
293
FCM
Flinton Capital Management
Pennsylvania
$15.7M +$2.91M 2 0.56% Increased
294
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.7M +$3.83M 4 0.04% Increased
295
Williams Jones & Associates
Williams Jones & Associates
New York
$15.6M +$12.6M 1 0.38% New
296
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$15.6M -$2.52M 1 0.85% Reduced
297
FP
Foundry Partners
Minnesota
$15.6M -$1.29M 1 0.62% Reduced
298
PAM
Private Asset Management
California
$15.5M -$1.48M 1 2.5% Reduced
299
GHCM
Glen Harbor Capital Management
California
$15.4M +$4.13M 3 0.37% Increased
300
PAA
Peregrine Asset Advisers
Oregon
$15.4M +$7.39M 2 8.11% Increased